+277.2%
TER vs INDA
+10.1%
+267.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.6% | +5.9% | +6.0% |
| 7D | +11.0% | -1.0% | +11.9% | +12.1% |
| 30D | -1.9% | -2.5% | +0.7% | +0.8% |
| 3M | -0.7% | +4.0% | -4.6% | -4.5% |
| 6M | +36.4% | -1.8% | +38.2% | +39.3% |
| YTD | +92.4% | -9.2% | +101.6% | +110.9% |
| 1Y | +213.5% | -7.2% | +220.7% | +235.3% |
| 3Y | +277.2% | +9.8% | +267.4% | +217.4% |
| All | +277.2% | +10.1% | +267.1% | +217.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded INDA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling